Capital Southwest (CSWC)

I-45 SLF LLC • Capital Southwest Equity Investments, Inc. • Capital Southwest SBIC I, LP • Capital Southwest SBIC I GP, LLC • Capital Southwest SPV LLC ...

IRS number

751072796

CSWC stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

B. Riley Securities

Maintains

Neutral

$24.50

30 Oct 24

Latest filings (excl ownership)

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8-K

Capital Southwest Announces Preliminary Estimate of Third Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule

15 Jan 25

8-K

Capital Southwest Receives “Green Light” Letter from the U.S. Small Business Administration to Submit Its Second SBIC License Application

11 Dec 24

8-K

Entry into a Material Definitive Agreement

8 Nov 24

424B2

Prospectus for primary offering

6 Nov 24

FWP

Free writing prospectus

5 Nov 24

424B2

Prospectus for primary offering

4 Nov 24

8-K

Entry into a Material Definitive Agreement

30 Oct 24

424B2

Prospectus for primary offering

29 Oct 24

Registration withdrawal request

29 Oct 24

Transcripts

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CSWC

Earnings call transcript

2025 Q2

29 Oct 24

CSWC

Earnings call transcript

2025 Q1

6 Aug 24

CSWC

Earnings call transcript

2024 Q4

15 May 24

CSWC

Earnings call transcript

2024 Q3

30 Jan 24

CSWC

Earnings call transcript

2024 Q2

31 Oct 23

CSWC

Earnings call transcript

2024 Q1

8 Aug 23

CSWC

Earnings call transcript

2024 Q1

8 Aug 23

CSWC

Earnings call transcript

2023 Q4

23 May 23

CSWC

Earnings call transcript

2023 Q3

31 Jan 23

CSWC

Earnings call transcript

2023 Q2

1 Nov 22

Latest ownership filings

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Ramona Lynn Rogers-Windsor

12 Dec 24

CHRISTINE BATTIST

8 Nov 24

Ramona Lynn Rogers-Windsor

7 Nov 24

Ramona Lynn Rogers-Windsor

16 Sep 24

Ramona Lynn Rogers-Windsor

Financial summary

Financial statements Chart CSWC financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Mar 24	Mar 23	Mar 22	Mar 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	47.24 mm	47.24 mm	47.24 mm	47.24 mm	47.24 mm	47.24 mm
Cash burn (monthly)	(no burn)	(no burn)	(no burn)	(no burn)	7.94 mm	6.40 mm
Cash used (since last report)	n/a	n/a	n/a	n/a	31.95 mm	25.74 mm
Cash remaining	n/a	n/a	n/a	n/a	15.29 mm	21.50 mm
Runway (months of cash)	n/a	n/a	n/a	n/a	1.9	3.4

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

CSWC institutional ownership history Ownership history

32.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	343	296	+15.9%
Opened positions	79	61	+29.5%
Closed positions	32	26	+23.1%
Increased positions	126	103	+22.3%
Reduced positions	99	81	+22.2%

13F shares	Current	Prev Q	Change
Total value	5.40 tn	3.25 tn	+65.8%
Total shares	15.56 mm	13.32 mm	+16.9%
Total puts	7.00 k	1.50 k	+366.7%
Total calls	25.40 k	10.10 k	+151.5%
Total put/call ratio	0.3	0.1	+85.6%

Largest owners	Shares	Value	Change
BlackRock	2.51 mm	$921.45 bn	NEW
Vanguard	1.82 mm	$668.01 bn	+20.5%
Neuberger Berman	923.25 k	$338.27 bn	-2.1%
STT State Street	612.70 k	$224.49 bn	+71.7%
Capital World Investors	593.17 k	$217.33 bn	+57.5%
Conestoga Capital Advisors	577.04 k	$211.42 bn	+1.7%
MS Morgan Stanley	525.94 k	$192.70 bn	+13.4%
Wasatch Advisors	438.18 k	$160.55 bn	-25.5%
Geode Capital Management	388.95 k	$142.54 bn	+7.4%
First Manhattan	369.13 k	$135.25 bn	-16.4%

Largest transactions	Shares	Bought/sold	Change
BlackRock	2.51 mm	+2.51 mm	NEW
BLK BlackRock	0.00	-1.15 mm	EXIT
Vanguard	1.82 mm	+310.52 k	+20.5%
T. Rowe Price Investment Management	269.94 k	-302.89 k	-52.9%
STT State Street	612.70 k	+255.85 k	+71.7%
Capital World Investors	593.17 k	+216.60 k	+57.5%
Allspring Global Investments	259.22 k	-199.34 k	-43.5%
Capital Research Global Investors	180.46 k	+180.46 k	NEW
Wasatch Advisors	438.18 k	-150.31 k	-25.5%
PFG Principal Financial	84.99 k	+77.58 k	+1046.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

CSWC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
12 Dec 24	Ramona Lynn Rogers-Windsor	Common Stock	Buy	Acquire P	No	No	22.6699	250	5.67 k	16,406.994
8 Nov 24	Christine Battist	Common Stock	Buy	Acquire P	No	No	23.1279	256	5.92 k	9,279
7 Nov 24	Ramona Lynn Rogers-Windsor	Common Stock	Buy	Acquire P	No	No	23.0667	500	11.53 k	16,156.994
16 Sep 24	Ramona Lynn Rogers-Windsor	Common Stock	Buy	Acquire P	No	No	25.03	250	6.26 k	15,363.148
9 Aug 24	Christine Battist	Common Stock	Buy	Acquire P	No	No	23.9419	406	9.72 k	9,023